Overview
- Geely leads the innovation index with 72 series innovations worth 193 points, driven by gains in range, batteries and charging across brands like Zeekr and Polestar.
- Volkswagen places second at 153 index points, with BYD third at 147 points and SAIC fourth at 122.
- BMW climbs to fifth with 110 points and Mercedes-Benz to sixth with 106, reflecting recent efficiency and battery improvements in key models.
- Tesla drops from first in the prior period to eighth in the 2026 ranking, with its score falling to 70 index points.
- CAM’s sales data show BYD delivered 2.26 million BEVs in 2025, Tesla 1.6 million, Geely 1.29 million up 61 percent, and Volkswagen about 983,000 up 32 percent.